Career Summary
Experienced industry accountant with expertise in disbursements, complex reconciliations, and all general ledger functions. Proven history of working in the information technology and services industry. Excellent team member dedicated to resolving all challenges quickly and to the benefit of the entire team.
Work Experience
Accountant II
Receive, match, batch, code and process invoices for US, UK, Australia, India and Canadian entities; post and reconcile invoice batches; prepare and process weekly payments (checks, wire transfers, ACH & IACH payments, foreign currency transactions, AmEx); prepare manual checks when required; research and resolve customer and vendor issues; month end closing processes, reconciliations and reporting (prepaid accounts, monthly accruals, payroll, intercompany accounts, amortization accounts, cash accounts); monthly COGS margin analysis report; weekly audit, approval and payment processing of employee expense reports; preparation of documents and files for internal and external audits; preparation of annual vendor Forms 1099; prepare and submit Journal Entries; budget and expense forecasting; manage American Express Employee card and company rewards program.
Achievements:
- Responsible for numerous monthly and quarterly reconciliations for four international companies
- In charge of key elements of the monthly close process; responsible for ensuring every month closes timely
- Prepare monthly and ad hoc journal entries and accruals
- Support data analysis efforts, including margin analysis
- Process weekly payments (checks, wire transfers, ACH & IACH payments, foreign transactions)
- Research and resolve customer and vendor issues
- Perform weekly audit of employee expense reports
- Support internal and external audits
- In charge of preparing and submitting 1099s annually
Data Analyst
Process medical authorizations, census reconciliation, member tracking, data compilations, capture and circulate meeting minutes, maintain compliance with CPSA rules and regulations
Achievements
- Processed medical authorizations
- Handled census reconciliation and member tracking
- Maintained compliance with CPSA rules and regulations
Education
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Bachelor of Arts in Liberal Studies
Minor in PsychologyCalifornia Lutheran University
Thousand Oaks, CA -
Currently studying for accounting certificate, with plans to transfer to the University of Arizona for Masters of Accountancy
Pima Community College
Tucson, AZ
Skills & Tools
Software
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Excel
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Access
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Softrax ERP
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Concur Solutions
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Empower
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Hyperion
Interests
- Hiking
- Cooking
- Music
- Yoga